Retirement readiness

Older employees are holding student debt on behalf of their children or grandchildren, at the expense of their own post-work savings. The City of Memphis stepped in with a plan.

Older employees are holding student debt on behalf of their children or grandchildren, at the expense of their own post-work savings. The City of Memphis stepped in with a plan.

Plan sponsors are modernizing traditional auto-services to boost the financial health of varying employee populations.

Employees harbor a number of regrets about past spending — especially on short-term pleasures — that prevented them from saving more for retirement, Charles Schwab research finds.

Employees harbor a number of regrets about past spending — especially on short-term pleasures — that prevented them from saving more for retirement, Charles Schwab research finds.

As we become a more tech-enabled society, it’s important to recognize how that translates to the retirement plan landscape.

Plan sponsors are worried their employees will outlive their post-work savings and not be able to pay for healthcare expenses, TIAA research finds.

Plan sponsors are worried their employees will outlive their post-work savings and not be able to pay for healthcare expenses, TIAA research finds.

As we become a more tech-enabled society, it’s important to recognize how that translates to the retirement plan landscape, consultant says.

Not just taxes, clients care about cost of living, healthcare quality, crime rates, culture and weather.

Same-sex female couples are two to three times more likely to reach 100 than one or both members of a 45-year-old same-sex male couple.

Retirement balances are on the rise, while auto-enrollment is playing a major role in increasing employees’ retirement savings, Fidelity says.

Retirement balances are on the rise, while auto-enrollment is playing a major role in increasing employees’ retirement savings, Fidelity says.

Financial wellness needs to be an integral part of a broader benefit programs and a top priority for companies today.

The Great Recession spurred many Americans to take loans from their retirement accounts. Now that unemployment is at an all-time low, the next question is how to finance their post-work years.

Up to 85% of retirement benefits might be taxed if their combined income exceeds a certain threshold.

Divorced women are more financially prepared for retirement than their single, never-married counterparts because they are more likely to secure their marital home after the separation.

Older workers face some daunting decisions about Medicare, Social Security and retirement plans such as health savings accounts and 401(k)s. But these three strategies can help.

Simple offerings like a loan payment calculator or savings projection interface can make a profound difference on the path to financial preparation.